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The rest of the business, which is 60% of the business, you guide it to grow zero
you started with 10% growth in 2Q, and it goes to 5% and now only 1.6%. So there is deceleration
whether there is any correlation between the delays in Tomahawk 6 and your growth
whether the entire market behaves this way now, meaning -- we know tariffs are coming later in the year
Enterprise grew 16% this year. What drives it? Is it just regular growth of data centers? Or do you start to see entries investing because of AI
Can you drill down and tell us -- you spoke about orders in the prepared remarks. Can you speak about revenue growth
when I look at the sequential growth from Q3 to Q4, it's only 1.4%. So normally, it's 5%, 6%
The rest of the business, which is the majority, $55 billion base for last year, is only growing 3.6%
How much risk is there that this year is a phenomenal year for spending and trends would slow down next year
What are the trends in service revenues, and what should we expect going forward
whether 2025, you think is a peak year. CapEx will likely slow down materially slow down. What happens to Cisco
Splunk was down 11% this quarter year-over-year, maybe my numbers are totally wrong. So if you can clarify what's happening with Splunk
security and observability. It's supposed to accelerate - it accelerated last quarter. Can you talk about the trends this quarter
Where do you think you can perform better than you initially thought last quarter, et cetera? Can you give us a little bit of a color on how next quarter is behaving
when you launch a product into China and it's into the New Year's -- the Chinese New Year, et cetera, is first fiscal quarter the strongest quarter?
What are the implications of the decline in Apple? What are the implications on margins? Are they positive or negative?
How do you see the China growth trends when it comes to the domestic market and international markets? What's the outlook from your perspective?
I want to focus on a 20% growth of smartphones and QCT this quarter. And the question is how long will this continue?